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Mather Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mather Group’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,505
Closed -$462K – 269
2020
Q3 		$462K Sell
10,505
-18,996
-64% -$835K 0.02% 142
2020
Q2 		$1.26M Sell
29,501
-4,393
-13% -$186K 0.06% 77
2020
Q1 		$1.39M Buy
+33,894
New +$1.52M 0.1% 59

Other funds holding SHYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group's SHYG Position: Q4 2020 in Review

Mather Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2020, closing a stake of 10,505 shares — an estimated $462K sold.

Mather Group first reported a position in SHYG in Q1 2020 and held it in 3 quarters. The position peaked at $1.39M in Q1 2020. 441 funds tracked by Wall St. Rank hold SHYG as of Q4 2020.

  • Mather Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 10,505 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2020, an estimated $462K.
  • Mather Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Mather Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2020.
  • 441 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.